低空经济系列研究（一）：政策、技术双重拐点，低空经济有望迎来产业爆发期

Group 1: Policy and Market Trends - The low-altitude economy is expected to become a major driver of new productive forces in China's economy, with a projected industry scale of 2 trillion yuan by 2035[93] - The government has included low-altitude economy in its work report, indicating strong policy support for the industry[15] - Recent policies have significantly strengthened the regulatory framework for low-altitude airspace management, marking a shift towards more open regulations[32] Group 2: eVTOL Development - eVTOL (Electric Vertical Take-Off and Landing) is anticipated to be the main vehicle for the low-altitude economy, with applications in various sectors due to its green flying capabilities and low noise[6] - The first eVTOL airworthiness certificate was issued to EHang in 2023, marking a significant milestone in the commercialization of eVTOLs[21] - The approval process for eVTOLs is expected to shorten as regulatory frameworks mature, potentially reducing costs and time for certification[31] Group 3: Technological Advancements - eVTOL technology has reached a turning point, with advancements in battery energy density, now exceeding 300 Wh/kg, which enhances flight duration and range[80] - The development of new battery technologies, such as condensed state and solid-state batteries, is projected to further increase energy density, with some reaching 500 Wh/kg[87] - The evolution of eVTOL designs includes multi-rotor, compound wing, and tilt-rotor configurations, each offering unique advantages and challenges in terms of safety, efficiency, and certification[66][71][73]